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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $574,818 | $154,228+272.7% | $145,433+295.2% | $137,256+318.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.13% | 74.59%-67.5pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $6,850 | $4,804+42.6% | $4,554+50.4% | $4,156+64.8% |
| Participant deferral / active EE | $16,900 | $8,216+105.7% | $7,897+114.0% | $6,407+163.8% |
| Admin fee / account holder | $7,288 | $14,344-49.2% | $13,129-44.5% | $12,270-40.6% |